S&P 500 Consumer Staples Sector SEC Filings — May 01, 2026

01-05-2026

The Estée Lauder Companies reported fiscal 2026 third quarter net sales of $3,712 million, up 5% YoY (organic +2%), driven by 13% fragrance growth and net sales increases in three of four regions led by Mainland China, while Skin Care and Makeup were virtually flat organically. Adjusted operating income rose 38% to $557 million with 360 bps margin expansion to 15.0%, reflecting PRGP benefits and gross margin gains to 76.4%; however, GAAP operating income declined 19% to $249 million due to $127 million higher restructuring charges and an $84 million net litigation loss contingency, with diluted EPS down 45% to $0.24. The company raised FY2026 outlook for high-end organic sales growth and ~300 bps adjusted margin expansion, and shared preliminary FY2027 view of 3-5% net sales growth and 12.5-13.0% adjusted operating margin.

• ·Prestige beauty share gains in Mainland China (third consecutive quarter), Japan, Korea, U.S., and Western Europe in select categories.
• ·Agreement to acquire remaining interest in Forest Essentials (subject to approvals).
• ·Minority investment in 111Skin.
• ·Strategic partnerships: Shopify (first stores live), Accenture (Enterprise Business Services), WPP (global media partner).
• ·Nine months capex $306M (down from $395M), reflecting prioritization of consumer-facing investments.

01-05-2026

Colgate-Palmolive reported Q1 2026 net sales of $5,324 million, up 8.4% YoY from $4,911 million, with organic sales growth of 2.9%; however, GAAP EPS declined 6% to $0.80 from $0.85, and gross profit margin fell 20 basis points to 60.6%. Base Business EPS increased 7% to $0.97, but North America organic sales dropped 1.8% and operating profit plunged 28% to $141 million, while Latin America showed strength with 14.8% net sales growth. The company expanded its Strategic Growth and Productivity Program (SGPP) with cumulative pretax charges now estimated at $350-550 million and updated full-year gross margin guidance to down from previously up.

• ·Global toothpaste market share at 41.1% year to date
• ·Global manual toothbrushes market share at 32.6% year to date
• ·Latin America operating profit $401 million, +15% YoY
• ·Europe, Middle East & Africa operating profit $266 million, +20% YoY, margin +160 bps to 23.6%
• ·Hill's Pet Nutrition organic sales +2.1% (near flat), impacted by 0.6% from lower private label pet food sales
• ·Full year 2026 organic sales guidance 1% to 4%
• ·Cumulative pretax SGPP savings projected $200-300 million annually once implemented

01-05-2026

McCormick & Company, Incorporated entered into a $2,000,000,000 term loan agreement dated April 28, 2026, with Citibank, N.A. as Administrative Agent, Goldman Sachs Bank USA and Morgan Stanley Senior Funding, Inc. as Co-Syndication Agents, and other lenders including Bank of America, N.A., Truist Bank, Wells Fargo Bank, National Association, BNP Paribas, Mizuho Bank, Ltd., and U.S. Bank National Association as Co-Documentation Agents, to finance a portion of the cash consideration for the Apollo Acquisition and related transaction costs. The Apollo Acquisition involves the foods division of Unilever PLC (excluding assets in India and certain other excluded businesses) pursuant to the Apollo Acquisition Agreement and Apollo Separation Agreement, both dated March 31, 2026. No operational or financial performance metrics are disclosed in the filing.

• ·Agreement filed as Exhibit 2.1 in 8-K on May 01, 2026, covering Items 1.01 (Entry into Material Definitive Agreement), 2.03 (Creation of Direct Financial Obligation), 8.01 (Other Events), and 9.01 (Financial Statements and Exhibits).
• ·Applicable Rate for Term SOFR Loans ranges from 75.0 b.p. (Pricing Level 1: ≥ A/A2) to 150.0 b.p. (Pricing Level 6: ≤ BB+/Ba1), based on S&P/Moody’s Debt Ratings.
• ·Arrangers: Citibank, N.A., Goldman Sachs Bank USA, Morgan Stanley Senior Funding, Inc., and BofA Securities, Inc.

01-05-2026

ASBURY AUTOMOTIVE GROUP INC (ABG) reported Q1 2026 total revenue of $4,113.0 million, down 0.9% YoY from $4,148.5 million, driven by declines in new vehicle revenue (-1.7% to $2,100.8 million), used vehicle revenue (-2.4% to $1,206.3 million), and finance and insurance (-4.3% to $179.0 million), though parts and service grew 6.7% to $626.8 million. Operating income fell 17.2% to $193.9 million amid sharply higher SG&A expenses (+11.8% to $510.4 million), but net income rose 42.2% to $187.8 million, propelled by a $125.8 million gain on dealership divestitures; diluted EPS increased to $9.87 from $6.71. The company repurchased approximately $156.8 million in common stock and saw cash equivalents decline to $25.3 million.

• ·Net cash provided by operating activities: $223.2 million in Q1 2026 vs. $225.0 million in Q1 2025 (slight decline).
• ·Cash and cash equivalents decreased to $25.3 million as of March 31, 2026 from $40.4 million at December 31, 2025.
• ·Assets held for sale dropped to $44.8 million from $268.9 million (prior quarter).
• ·Floor plan notes payable—non-trade decreased to $1,337.4 million from $1,683.9 million (prior quarter).

01-05-2026

iQSTEL Inc. entered into an Equity Purchase Agreement and Registration Rights Agreement with M2B Funding Corp. on April 30, 2026, enabling the company to sell up to $50,000,000 of common stock at 94% of the lowest VWAP over six trading days, subject to volume caps, a $500,000 daily maximum, and a 19.99% exchange cap. As commitment consideration, iQSTEL will issue $1,000,000 in Commitment Shares (half initially, half after 12 months), with initial shares issued as unregistered securities. The commitment period lasts up to 60 months from SEC effectiveness of the registration statement, with proceeds for general corporate purposes.

• ·Registration Rights Agreement requires S-1 filing within 90 days of April 30, 2026, and SEC effectiveness within 180 days.
• ·Commitment Period ends on the earlier of full $50M purchased, 60 months after effectiveness, Company termination (with fee), or Investor termination.
• ·Initial Commitment Shares issued April 30, 2026, in reliance on Section 4(a)(2) and/or Rule 506(b) of Regulation D.
• ·No material relationship between iQSTEL and Investor prior to agreements.

01-05-2026

Shenandoah Telecommunications (Shentel) reported Q1 2026 total revenue of $92.2 million, up 4.8% YoY, driven by 34.6% growth in Glo Fiber Expansion Markets revenue to $24.8 million and 4.7% increase in Commercial Fiber revenue; however, Incumbent Broadband Markets revenue declined 5.1% to $41.1 million and RLEC & Other revenue fell 13.0%, contributing to a widened net loss of $15.8 million from $9.1 million in Q1 2025. Adjusted EBITDA grew 15.0% YoY to $31.7 million amid ongoing Glo Fiber expansion. The company announced a 10% workforce reduction to save $12.3 million annually starting 2027 and reiterated 2026 guidance for revenue of $370-377 million and Adjusted EBITDA of $131-136 million.

• ·Capital expenditures decreased to $75.8 million from $83.2 million YoY.
• ·Received $11.5 million in government grant cash receipts in Q1 2026 vs $6.9 million in Q1 2025.
• ·Restructuring costs of $2.1 million incurred in Q1 2026 related to 10% reduction in force; total expected $3.1 million.
• ·2026 Capex guidance net of grants: $220-250 million vs 2025 actual $296 million (-20.7% midpoint).
• ·Over 19,400 route miles of fiber owned.

01-05-2026

TPG Inc. reported strong unaudited first quarter 2026 results (ended March 31, 2026), highlighting momentum in capital formation, deployment, and realizations amid an uncertain macro environment, with $306B in assets under management. The company declared a quarterly dividend of $0.59 per share of Class A common stock, payable on May 26, 2026 to holders of record on May 11, 2026. CEO Jon Winkelried emphasized the firm's resilient business model and confidence in long-term growth.

• ·Detailed Q1 2026 presentation available at shareholders.tpg.com.
• ·Conference call and webcast on May 1, 2026 at 10:00 am ET (dial-in: (800) 343-4849 US toll-free or (203) 518-9848 international, ID: TPGQ126).
• ·TPG founded in 1992 in San Francisco with global teams.

01-05-2026

Newell Brands reported first quarter 2026 net sales of $1.5 billion, down 1.1% YoY with core sales declining 3.5%, driven by declines in Home & Commercial Solutions (-6.9% core) and Outdoor & Recreation (-5.7% core), while Learning & Development grew 2.0% core. Gross margin expanded to 33.1% from 32.1% and normalized operating margin improved to 4.8% from 4.5%, though normalized net loss widened to $21 million from $6 million. The company raised its full-year 2026 outlook for net sales to flat to 2% (previously -1% to 1%), core sales to -1% to 1%, and normalized EPS to $0.56 to $0.60.

• ·Year-to-date operating cash outflow $233 million vs $213 million prior year.
• ·Debt outstanding $5.0 billion and cash $201 million at Q1 2026 end (vs $4.9 billion debt and $233 million cash at Q1 2025 end).
• ·Q2 2026 outlook: net sales and core sales flat to 2%; normalized operating margin 9.6% to 10.2%; normalized EPS $0.16 to $0.19.
• ·Full year 2026 operating cash flow outlook maintained at $350 million to $400 million.

01-05-2026

In Q1 2026, Bank of New York Mellon reported net income applicable to common shareholders of $1,562 million, up approximately 36% YoY from $1,149 million, with total revenue increasing 13% to $5,409 million driven by 11% YoY growth in fee and other revenue to $4,039 million and 18% rise in net interest income to $1,370 million. AUC/A grew 12% YoY to $59.4 trillion, while AUM increased 6% YoY to $2.1 trillion. However, AUM declined QoQ from $2.2 trillion, full-time employees decreased to 47,200 from 48,100 QoQ and 51,000 YoY, and regulatory capital ratios like Standardized CET1 fell to 11.0% from 11.9% QoQ.

• ·Return on common shareholders’ equity (annualized) 16.1% in Q1 2026 vs 12.6% Q1 2025
• ·Net interest margin 1.38% flat QoQ and up 8 bps YoY
• ·Common dividend per share $0.53, payout ratio 24%
• ·Average liquidity coverage ratio (LCR) 111%

01-05-2026

BLS Capital Fondsmaeglerselskab A/S filed its Form 13F-HR on May 1, 2026, reporting total equity holdings of $2,937,463,664 across 11 positions as of March 31, 2026, all with sole voting authority. Largest holdings by market value include Yum China Holdings Inc ($554,706,307), S&P Global Inc ($374,571,418), and Otis Worldwide Corp ($338,230,509). The portfolio focuses on U.S. financial services, technology, and consumer companies such as Mastercard, Visa, Moody's, and Zoetis.

• ·Report period end date: March 31, 2026
• ·Filing date: May 1, 2026
• ·Filer CIK: 0001670104
• ·All holdings reported with sole voting authority (SH SOLE)

01-05-2026

Perella Weinberg reported first quarter 2026 revenues of $148.9 million, down 30% YoY from a record $211.8 million, driven by fewer fee-paying clients and declines in M&A and financing closings, resulting in a GAAP pre-tax loss of $11 million and adjusted pre-tax loss of $3 million. Compensation expenses decreased to $122.1 million (GAAP) but rose as a percentage of revenues to 82% from 70%, while non-compensation expenses fell to $39.8 million. Positively, the firm held $77.7 million in cash with no debt, returned $63.8 million to shareholders, declared a $0.07 quarterly dividend, and advanced talent strategy with additions of two partners and eleven managing directors YTD plus the Gleacher Shacklock acquisition adding five partners and three managing directors.

• ·GAAP Diluted EPS of $0.02 and Adjusted EPS of $0.05 for Q1 2026
• ·Year-to-date added two Partners and eleven Managing Directors with an additional MD to join; Gleacher Shacklock to add five Partners and three Managing Directors
• ·Declared quarterly dividend of $0.07 per share of Class A common stock, payable June 15, 2026
• ·Net settlement of 2,738,502 share equivalents at average price of $20.14

01-05-2026

Corvex, Inc. (formerly Movano Inc.) filed this 8-K/A on May 1, 2026, to amend the original March 19, 2026, 8-K by including the audited financial statements of acquired Corvex Legacy Holdings, Inc. (f.k.a. Corvex, Inc.) for the year ended December 31, 2025, and the stub period from inception (October 21, 2024) through December 31, 2024, along with unaudited pro forma condensed combined financial information for the year ended December 31, 2025. The amendment fulfills SEC Item 9.01(a) and (b) requirements following the merger closed on March 18, 2026. No operational performance metrics or period-over-period changes are detailed in the filing text.

• ·Audited by BDO USA, P.C.; report dated April 30, 2026.
• ·Merger Agreement dated March 19, 2026.
• ·Emerging growth company status confirmed.
• ·Common Stock trades as MOVE on Nasdaq.

01-05-2026

Celcuity Inc. announced positive topline results from the PIK3CA mutant cohort of the Phase 3 VIKTORIA-1 clinical trial evaluating gedatolisib plus fulvestrant, with or without palbociclib, in HR+/HER2- PIK3CA mutant advanced or metastatic breast cancer patients post-CDK4/6 and aromatase inhibitor progression. The primary analysis showed statistically significant and clinically meaningful PFS improvement for gedatolisib + fulvestrant + palbociclib versus alpelisib + fulvestrant, with the secondary comparison of gedatolisib + fulvestrant versus alpelisib + fulvestrant also demonstrating significant PFS benefit. Both regimens were generally well tolerated with manageable safety profiles and no new safety signals.

• ·Company intends to submit data to FDA as supplemental New Drug Application (sNDA)
• ·Plans to present data at 2026 ASCO Annual Meeting
• ·Intends to submit VIKTORIA-1 data to other regulatory authorities following sNDA
• ·Trial in patients with HR+/HER2- PIK3CA mutant locally advanced or metastatic breast cancer following progression on CDK4/6 inhibitor and aromatase inhibitor

01-05-2026

Hubbell Incorporated reported net sales of $1,516.7 million for Q1 2026, up 11.1% YoY from $1,365.2 million, with strong growth in Grid Infrastructure (+17.7% to $727.1 million) and Electrical Solutions (+11.8% to $567.8 million). However, Grid Automation declined 7.3% YoY to $221.8 million, partially offsetting Utility Solutions growth. Net income attributable to Hubbell increased 11.4% to $181.8 million, with diluted EPS rising to $3.41 from $3.03.

• ·Short-term debt increased to $536.0M from $289.1M QoQ.
• ·Cash and cash equivalents rose to $501.6M from $482.5M at Dec 31, 2025.
• ·Acquisitions, net of cash acquired: +$2.4M in Q1 2026 vs -$73.3M in Q1 2025.
• ·Share repurchases: $167.5M in Q1 2026 vs $125.0M in Q1 2025.

01-05-2026

General Electric Co filed its 13F-HR on May 1, 2026, reporting holdings as of March 31, 2026. The filing discloses positions valued at $298562983 in Beta Technologies Inc Class A common stock (20310407 shares held solely) and $9680000 in Hyliion Holdings Corp common stock (5500000 shares held solely). This is a routine quarterly disclosure of institutional equity holdings exceeding $100 million.

• ·CUSIP for Beta Technologies Inc Class A: 086921103
• ·CUSIP for Hyliion Holdings Corp: 449109107
• ·Report period end: 2026-03-31

01-05-2026

Campbell Capital Management Inc., based in Miami, FL, filed its 13F-HR report on May 1, 2026, disclosing 31 equity holdings totaling $209.1 million as of March 31, 2026. Top positions include Alphabet Inc. Cap Stk Cl C at $45.5 million (158,670 shares sole), Apple Inc. at $37.8 million (148,940 shares sole), Microsoft Corp. at $18.5 million (50,085 shares sole), Micron Technology Inc. at $12.3 million (36,365 shares sole), and Meta Platforms Inc. Cl A at $11.8 million (20,537 shares sole). All reported positions are held with sole voting and investment discretion.

• ·Report period end date: March 31, 2026
• ·Filing date: May 01, 2026
• ·Filer CIK: 0000826794
• ·All holdings reported as sole discretionary (no shared or other authority)
• ·Filer address: 7301 SW 57 Ct Suite 540, Miami, FL 33143

01-05-2026

Amkor Technology, Inc. announced on April 30, 2026, the pricing of its offering of $1,000,000,000 aggregate principal amount of 0.00% Convertible Senior Notes due 2031. The company intends to use the net proceeds for certain capped call transactions and general corporate purposes, including capital expenditures. A copy of the press release is attached as Exhibit 99.1.

• ·Notes carry a 0.00% interest rate.
• ·Form 8-K filed on May 1, 2026.

01-05-2026

LyondellBasell Industries N.V. reported Q1 2026 sales and other operating revenues of $7,197 million, down 6% YoY from $7,677 million due to lower trade sales. Operating income rose sharply to $239 million from $114 million (+110% YoY), reflecting reduced cost of sales, but net income attributable to shareholders fell to $123 million from $175 million (-30% YoY), driven by a $14 million loss from discontinued operations versus a $154 million gain in the prior year. Cash and equivalents decreased QoQ to $2,635 million from $3,443 million amid operating cash use of $269 million.

• ·Income (loss) from discontinued operations, net of tax: $(14) million Q1 2026 vs $154 million Q1 2025.
• ·Total assets: $33,958 million at March 31, 2026 vs $34,003 million at December 31, 2025 (flat).
• ·Long-term debt: $11,228 million at March 31, 2026 vs $12,124 million at December 31, 2025 (decline).
• ·Dividends paid - common stock: $224 million Q1 2026 ($0.69 per share).

01-05-2026

Monetary Solutions, Ltd, an institutional investment manager based in Dayton, OH, filed its 13F-HR disclosing equity holdings totaling $103,473,166 across 318 positions as of March 31, 2026. Top holdings include SCHWAB US DIVIDEND EQUITY ETF at $12,365,257 (403,040 shares), SCHWAB U.S. MID-CAP ETF at $9,295,401 (300,239 shares), and SCHWAB U.S. LARGE-CAP ETF at $7,839,092 (305,737 shares). Other notable positions include Amazon.com Inc ($278,457, 1,337 shares) and Microsoft Corp ($564,440, 1,525 shares).

• ·Filing covers period ending 03-31-2026, filed 05-01-2026
• ·All holdings reported as sole voting authority with no shared or other voting power indicated

01-05-2026

Mowery & Schoenfeld Wealth Management, LLC disclosed $65,454,109 in total equity holdings across 357 positions in its 13F-HR filing as of March 31, 2026. Top holdings include Apple Inc. ($3,513,852 value, 13,846 shares), NVIDIA Corporation ($3,300,276 value, 18,924 shares), and Alphabet Inc. CAP STK CL A ($2,818,908 value, 9,803 shares), reflecting significant concentration in large-cap technology stocks. No prior period data is provided in the filing for direct comparisons.

• ·Filing date: May 01, 2026
• ·Report period end: March 31, 2026
• ·Business address: 475 Half Day Road, Suite 500, Lincolnshire, IL 60069
• ·Phone: 847-247-8959

01-05-2026

Van Cleef Asset Management, Inc. disclosed 13F holdings totaling $928658477 across 118 positions as of March 31, 2026, filed on May 1, 2026. Largest position is Progressive Corp COM at $151819763 (765838 shares), followed by Vanguard Index FDS EXTEND MKT ETF at $71753634 (348657 shares) and Palantir Technologies Inc CL A at $61312677 (419146 shares). All reported holdings are sole discretionary with no other voting authority.

• ·All holdings reported as SOLE discretionary ownership.
• ·Business address: 3201 Enterprise Parkway Suite 140, Beachwood OH 44122.
• ·SEC file number: 028-13694.

01-05-2026

WealthShield Partners, LLC filed its 13F-HR on May 1, 2026, disclosing equity holdings as of March 31, 2026, consisting of a diversified portfolio across numerous individual stocks and ETFs held solely. Top holdings include Apple Inc. (75,292 shares valued at $19,108,431), Amazon.com Inc. (50,408 shares valued at $10,498,474), and BlackRock ETF Trust iShares US Equity (229,364 shares valued at $13,344,378). No prior period holdings or performance changes are provided in this filing.

• ·Filer CIK: 0001729303
• ·Period end: 03-31-2026
• ·Business address: 2500 Regency Parkway, Cary, NC 27518
• ·SEC file number: 028-18492

01-05-2026

Financial Counselors Inc filed a 13F-HR report disclosing its equity holdings as of March 31, 2026, with a total portfolio value of $70,859,454 across 12 positions held on a sole discretionary basis. The largest holding is iShares Core S&P 500 ETF valued at $53,648,791 (82,131 shares), followed by Vanguard FTSE Developed Markets ETF at $5,781,618 (90,225 shares). Other holdings include diversified ETFs and Apple Inc. stock at $460,375 (1,814 shares); no prior period data is provided for comparisons.

• ·All holdings are reported as sole discretionary (SH SOLE).
• ·Report period end date: March 31, 2026.
• ·Filing effective date: May 1, 2026.

01-05-2026

Oakwell Private Wealth Management, LLC filed its 13F-HR on May 1, 2026, disclosing holdings as of March 31, 2026, consisting of 79 positions all held with sole voting power and no shared or other powers reported. Notable holdings include Vanguard Total Stock Market ETF at $187307422 market value (583858 shares), Vanguard Tax-Managed Funds Vanguard FTSE Developed Markets ETF at $72234029 (1127248 shares), and iShares Core S&P Small-Cap ETF at $29275252 (235502 shares). The portfolio features a mix of individual stocks like NVIDIA (60062 shares, $10474802) and broad ETFs across US, international, and emerging markets.

• ·All 79 positions reported with sole voting power (SH SOLE) and zero shared, call, or other voting power.
• ·Firm address: 3200 Steck Ave Ste 200, Austin, TX 78757.
• ·Central Index Key: 0001844024.
• ·No changes date specified beyond period end of 03-31-2026.

01-05-2026

Eledon Pharmaceuticals, Inc. (ELDN) filed an S-3 shelf registration statement on May 1, 2026, providing flexibility to issue securities for working capital and general corporate purposes amid ongoing development of tegoprubart for organ transplant rejection and ALS. The company notes it cannot advance tegoprubart for ALS without additional funding, highlighting funding dependency. It currently has 300,000,000 authorized common shares and plans to seek approval to increase to 450,000,000 at the June 2026 annual meeting.

• ·Each share of Series X or Series X1 Preferred Stock is convertible into 55.5556 shares of common stock, subject to beneficial ownership blockers.
• ·Tegoprubart dosed up to 200 mg/kg per week for 26 weeks in non-human primate studies showed no adverse events regarding coagulation, platelet activation, or thromboembolism.
• ·Annual shareholder meeting expected in June 2026 to vote on increasing authorized common shares.

01-05-2026

Zurn Elkay Water Solutions Corporation announced on April 30, 2026, that Sudhanshu Chhabra, Executive Vice President, Zurn Elkay Business Systems, transitioned into an advisory role effective the same date. At the 2026 Annual Meeting of Stockholders held on April 30, shareholders elected Thomas D. Christopoul (94.9% FOR), Emma M. McTague (95.7% FOR), and Peggy N. Troy (92.0% FOR) to the Board for three-year terms expiring in 2029, approved advisory compensation for named executive officers (87.6% FOR), and ratified Ernst & Young LLP as auditors for Fiscal 2026 (98.1% FOR). There were 167,542,304 shares outstanding eligible to vote as of the March 3, 2026 record date.

• ·Terms of other directors continue until 2027 (Todd A. Adams, George C. Moore, Rosemary Schooler) or 2028 (Mark S. Bartlett, Don Butler, Timothy J. Jahnke, David C. Longren).

01-05-2026

Mattel reported Q1 2026 net sales growth of 4% YoY to $862M, driven by higher volumes, however gross profit declined 5% to $387M due to increased cost of sales, and operating loss widened to $103M from $53M amid higher expenses. Net income swung to a profit of $61M from a $40M loss, primarily due to a $148M gain on remeasurement of previously held equity interest, though operating cash flow turned to a $23M use from $25M provided. The company completed an acquisition for $75M net cash, added $196M goodwill, repurchased $200M shares, and ended with cash at $866M.

• ·Acquisition identifiable net assets $161M and goodwill $196M as of acquisition date.
• ·Operating cash flows used $23M in Q1 2026 vs provided $25M in Q1 2025.
• ·Total stockholders' equity $2,106M at March 31, 2026, down from $2,130M prior year.
• ·Long-term debt stable at approximately $2,333M.

01-05-2026

At Vericel Corporation's Annual Meeting of Shareholders on April 29, 2026, all seven director nominees—Robert Zerbe, Alan Rubino, Heidi Hagen, Kevin McLaughlin, Paul Wotton, Lisa Wright, and Dominick Colangelo—were elected, with vote totals ranging from 38.3 million 'For' (Heidi Hagen) to 45.2 million 'For' (Lisa Wright), alongside 2.2 million broker non-votes. Shareholders approved the non-binding advisory vote on named executive officer compensation (Proposal 2) with 36.4 million 'For' versus 9.7 million 'Against', and ratified PricewaterhouseCoopers LLP as the independent auditor for the fiscal year ending December 31, 2026 (Proposal 3) with 45.0 million 'For' versus 3.3 million 'Against'. All proposals passed, reflecting strong overall shareholder support despite notable opposition on executive compensation.

• ·Definitive Proxy Statement filed with SEC on March 19, 2026
• ·Broker non-votes consistent at 2,162,887 shares for director elections and Proposal 2

01-05-2026

Sonic Automotive, Inc. held its 2026 Annual Meeting on April 29, 2026, where stockholders elected all nine director nominees (David Bruton Smith, Jeff Dyke, William I. Belk, William R. Brooks, Michael Hodge, Keri A. Kaiser, B. Scott Smith, Marcus G. Smith, and R. Eugene Taylor), each receiving between 85% and 95% votes in favor. Stockholders also ratified Grant Thornton LLP as independent auditors for fiscal 2026, approved 2025 named executive officer compensation on an advisory basis, approved the 2026 Equity Incentive Plan reserving 2,318,148 shares of Class A Common Stock, and approved the amendment and restatement of the 2012 Formula Restricted Stock and Deferral Plan for Non-Employee Directors, all with over 95% approval. No declines or flat performance noted in voting results.

• ·Annual Meeting voting: Auditor ratification - 140,643,605 For, 1,535 Against; Say-on-pay - 133,238,802 For, 5,439,356 Against; Equity Plan - 133,026,040 For, 5,662,777 Against; Directors Plan - 132,129,410 For, 6,559,374 Against
• ·2026 Equity Incentive Plan effective February 11, 2026; terminates February 10, 2036
• ·Proxy statement filed March 6, 2026

01-05-2026

On April 28, 2026, stockholders holding 4,324,964 shares (57.1% of 7,573,935 outstanding shares) approved via written consent amendments to the 2018 Equity Incentive Plan increasing available shares to 20,000,000 and the ISO limit to 30,000,000, plus authorization for a reverse stock split at a 1-for-2 to 1-for-20 ratio and reduction of authorized common stock from 500,000,000 to 100,000,000 shares. These actions require a definitive Schedule 14C information statement, a 20-day waiting period, and other requirements before effectiveness. No other financial metrics or performance data were reported.

• ·Reverse stock split ratio to be between 1-for-2 and 1-for-20, at Board's discretion within one year of Record Date
• ·Authorized shares reduction to occur at Board's discretion within one year of Record Date
• ·Preliminary Schedule 14C filed on April 28, 2026; definitive to follow

01-05-2026

Park Hotels & Resorts Inc. reported Q1 2026 total revenues of $622M, down 1% YoY from $630M, driven by declines in Rooms ($356M vs $363M) and Ancillary hotel ($60M vs $63M) while Food and beverage remained flat at $182M. However, total operating expenses fell 12% to $559M from $639M, primarily due to lower impairment charges ($5M vs $70M), resulting in operating income of $62M (up from $7M) and net income attributable to stockholders of $11M (vs a $57M loss). Cash provided by operating activities declined 31% to $59M from $86M amid higher capital expenditures of $83M (vs $77M).

• ·Impairment charges: $5M in Q1 2026 vs $70M in Q1 2025
• ·Capital expenditures: $83M in Q1 2026 vs $77M in Q1 2025
• ·Dividends paid: $50M in Q1 2026 vs $131M in Q1 2025
• ·Earnings per share - Basic: $0.05 in Q1 2026 vs ($0.29) in Q1 2025
• ·Weighted average shares outstanding - Basic: 199M in Q1 2026 vs 200M in Q1 2025

01-05-2026

Classover Holdings, Inc., an edtech company providing online interactive live courses for K-12 students via a proprietary AI-enhanced platform, filed an S-3 shelf registration statement on May 1, 2026, to enable future securities offerings for working capital and general corporate purposes. As of April 29, 2026, the company had 130,701 shares of Class A common stock and 6,649,844 shares of Class B common stock outstanding, alongside 522,801 shares of Series A Preferred Stock with a $10.00 stated value per share. No specific financial performance metrics or period-over-period comparisons are provided in the filing.

• ·Incorporated as Delaware corporation on May 2, 2024; re-domiciled to Nevada in December 2025.
• ·Class B common stock (KIDZ) and Public Warrants (KIDZW) listed on Nasdaq.
• ·Series A Preferred Stock convertible into Common Stock at $10.00 per share (subject to adjustments).
• ·Address: 450 7th Avenue, Suite 905, New York, New York 10123; Phone: (800) 345-9588.

01-05-2026

Markel Group Inc. filed its 13F-HR on May 1, 2026, disclosing a portfolio of 205 equity positions totaling $11,938,885,174 as of March 31, 2026. The report lists holdings across diverse sectors including technology (e.g., Alphabet, Amazon, Apple), financials, and industrials, with no period-over-period changes provided in the filing. It was signed by Thomas S. Gayner, Chief Executive Officer.

• ·Filing period end date: 2026-03-31
• ·Filer CIK: 0001096343
• ·SEC file number: 028-06647

01-05-2026

JPMorgan Chase & Co. reported Q1 2026 total net revenue of $49,836 million, up 10% YoY from $45,310 million, with noninterest revenue increasing 11% and net interest income up 9%, while Markets revenue rose 20%. Net income grew 13% to $16,494 million, with diluted EPS at $5.94 (up 17%), supported by a 24% decline in provision for credit losses to $2,507 million. However, total noninterest expense rose 14% to $26,850 million, card income declined 2%, other income fell 13%, and CET1 capital ratio decreased to 14.3% from 15.4%.

• ·CCB ROE 32%; average deposits up 2% YoY, active mobile customers up 7%, but Card Services net charge-off rate 3.47%.
• ·CIB ROE 21%; Investment Banking fees up 31% YoY, #1 Global IB fees 9.8% wallet share.
• ·AWM ROE 44%; AUM $4.8 trillion, up 16% YoY.
• ·Firmwide ROTCE 23%; overhead ratio 54%; loans-to-deposits ratio 56%; LCR average 112%.
• ·Nonperforming assets $10,049 million, down from $10,359 million in Q4 2025.

01-05-2026

On April 27, 2026, Charles J. Dockendorff informed Haemonetics Corporation that he will not stand for re-election at the Company's 2026 Annual Meeting of Shareholders. Mr. Dockendorff, a Board member since 2014 and current member of the Audit Committee and Governance and Compliance Committee, will continue serving until the meeting. His decision stems from no disagreement with the Company.

• ·Filing submitted on May 1, 2026
• ·Common stock traded as HAE on New York Stock Exchange

01-05-2026

Gabelli Dividend & Income Trust urges shareholders to vote WHITE proxy cards for incumbent trustees at the May 11, 2026 Annual Meeting and discard dissident Saba's GOLD cards, highlighting board achievements like repurchasing over 6 million shares since inception, a 36% increase in distribution rate over the past three years, and discount narrowing to 8.8% from 15.4% at year-end 2023. However, supporting Saba could disrupt operations, risk the dividend, and introduce uncertainty to the Fund's strategy. The Board emphasizes trustees' extensive experience while warning of Saba's self-interested history.

• ·Frank J. Fahrenkopf, Jr. served since Fund inception with expertise in regulatory affairs and corporate governance
• ·Vice Admiral (Ret.) Colin J. Kilrain joined board in February 2026 with operational and strategic experience
• ·Salvatore J. Zizza served since inception with financial services and capital markets experience
• ·Proxy solicitor contact: EQ Fund Solutions at 1 (888) 548-6498 (Mon-Fri 9am-10pm ET, Sat 10am-6pm ET)

01-05-2026

Constellation Energy Corporation held its Annual Meeting of Shareholders on April 28, 2026, where all eleven director nominees were elected, the advisory vote to approve named executive officer compensation was approved, and the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026 was ratified. However, a shareholder proposal requesting a report assessing the bases for the company's diversity, equity and inclusion initiatives was not approved. Voting showed strong support for management proposals but notable broker non-votes (30,638,987) on director elections and significant opposition to the shareholder proposal.

• ·Shareholders of record as of March 4, 2026, entitled to vote
• ·Yves de Balmann: 246,517,608 FOR votes
• ·Joseph Dominguez: 253,511,419 FOR votes
• ·Charles Harrington: 230,157,238 FOR votes
• ·Say-on-Pay abstentions: 1,279,797
• ·Auditor ratification abstentions: 427,563
• ·Shareholder proposal abstentions: 1,980,402

01-05-2026

NIQ Global Intelligence plc filed a DEFA14A supplement to its proxy statement on May 1, 2026, for the 2026 AGM on May 21, 2026, updating the table on fees for independent auditor Ernst & Young LLP for the year ended December 31, 2025. The revised fees include Audit Fees of $8,133,000, Audit-Related Fees of $152,000, Tax Fees of $193,000, and All Other Fees of $0, with the total aggregate remaining $8,478,000 unchanged from the original proxy statement. Shareholders who have already voted need not take action unless they wish to revise their vote by the deadline of 11:59 p.m. EDT on May 20, 2026.

• ·AGM location: offices of Arthur Cox LLP, Ten Earlsfort Terrace, Dublin 2, D02 T380, Ireland, at 3:00 p.m. Irish local time on May 21, 2026
• ·Proxy materials available at www.proxyvote.com; paper copies via Company Secretary at 200 West Jackson Boulevard, Chicago, Illinois 60606 or 1-800-579-1639

01-05-2026

Moderna's Q1 2026 total revenue rose 260% YoY to $389 million from $108 million, driven by net product sales increasing 309% to $352 million. However, cost of sales surged 961% to $955 million, resulting in a wider operating loss of $1,388 million and net loss of $1,343 million (38% larger than $971 million in Q1 2025), with EPS at $(3.40) versus $(2.52). Cash and equivalents declined 26% QoQ to $1,908 million, while total assets fell to $11,488 million from $12,338 million.

• ·Stock-based compensation expense: $104 million in Q1 2026 (down from $115 million YoY)
• ·Net cash used in operating activities improved to $630 million from $1,037 million YoY
• ·Investing activities used $76 million net cash in Q1 2026 versus provided $730 million YoY

01-05-2026

Alamo Group Inc. held its annual stockholder meeting on May 1, 2026, where all nine director nominees were elected with strong majorities (For votes ranging from 11,014,815 to 11,241,342). Shareholders also approved the advisory vote on named executive officer compensation (10,904,169 For vs. 346,667 Against) and ratified KPMG LLP as independent auditor for fiscal year 2026 (11,583,832 For vs. 50,790 Against). All proposals passed overwhelmingly with minimal opposition and abstentions.

• ·Proxy statement filed with SEC on March 19, 2026.
• ·KPMG LLP appointed as independent auditor for fiscal year ending December 31, 2026.
• ·No broker non-votes for Proposal 3.

01-05-2026

Universal Logistics Holdings, Inc. reported Q1 2026 operating revenues of $367.6 million, down from $382.4 million YoY, with a net loss of $(3.5) million or $(0.13) per share compared to net income of $6.0 million or $0.23 per share in Q1 2025; operating income fell to $4.8 million (1.3% margin) from $15.7 million (4.1% margin). While contract logistics revenues grew 5.3% to $269.5 million, intermodal revenues plunged 32.3% to $47.9 million with a wider operating loss of $(13.1) million, and trucking revenues declined 9.7% to $50.2 million. The company declared a quarterly dividend of $0.105 per share.

• ·Q1 2026 cash and cash equivalents: $17.9 million (down from $26.8 million at Dec 31, 2025).
• ·Outstanding debt: $754.7 million at end of Q1 2026.
• ·Intermodal average operating revenue per load excl. fuel: $463 (down from $517 YoY).
• ·Trucking average operating revenue per load excl. fuel: $1,762 (down from $1,874 YoY).
• ·Dividend payable July 1, 2026 to shareholders of record June 1, 2026.

01-05-2026

Ferguson Wellman Capital Management, Inc. filed its 13F-HR on May 1, 2026, reporting U.S. equity and ETF holdings as of March 31, 2026. Top positions include Alphabet Inc Class A valued at $347821243, Apple Inc at $345899081, JPMorgan Chase and Company at $220291954, Broadcom LTD at $216802023, and iShares Core US Aggregate Bond ETF at $168796211. The filing discloses sole, defined, and other voting authority across approximately 200 positions with no period-over-period changes provided.

• ·Filing period end date: 2026-03-31
• ·Filer CIK: 0000869353
• ·Filer address: 888 SW 5th Ave Ste 1200, Portland, OR 97204
• ·SEC file number: 028-02787

01-05-2026

Lithia Motors, Inc. held its 2026 Annual Meeting of Shareholders on April 30, 2026, where all ten director nominees were elected with majority support despite some nominees receiving up to approximately 7% against votes. Shareholders approved an advisory vote on named executive officer compensation (17% against), ratified KPMG LLP as the independent registered public accounting firm for the year ending December 31, 2026, and rejected a shareholder proposal on board leadership structure by a wide margin.

• ·Total votes cast across proposals approximately 20.9 million shares (excluding broker non-votes where applicable)
• ·Director election against votes ranged from 22,840 (Bryan B. DeBoer) to 1,551,125 (Shauna F. McIntyre)

01-05-2026

For Q1 FY2026 ended March 31, 2026, Casella Waste Systems reported revenues of $457,328 (up 9.7% YoY from $417,101), operating income of $4,855 (up 54.5% YoY from $3,143), and net cash from operating activities of $62,253 (up 24.2% YoY from $50,123). However, the company posted a net loss of $5,539 (worsened 15.2% YoY from $4,810), with total liabilities and stockholders' equity declining to $3,270,449 from $3,303,326 sequentially. Segment revenues showed strength in Western ($162,448) and Resource Solutions ($88,799), while operating expenses rose to $452,473 driven by higher cost of operations.

• ·Acquisitions net of cash acquired: $94,561 (Q1 2026) vs $103,560 (Q1 2025)
• ·Additions to property and equipment: $49,979 (Q1 2026) vs $55,475 (Q1 2025)
• ·Resource Solutions revenues: $88,799 (Q1 2026)
• ·Eastern region revenues: $111,287 (Q1 2026)
• ·Current maturities of debt decreased to $24,588 from $25,735 sequentially
• ·No new ASU adoptions expected to have material impact